Customer Relationship Specialist

🔒 Confidential Employer
Posted 24 March 2026
LOCATION
Essex
TYPE
Full-time
LEVEL
Entry-level
SALARY
£28,000 / year
CATEGORY
Customer Service
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Customer Service Communication Skills Mortgages Insurance CRM Relationship Building

FULL DESCRIPTION

Customer Relationship Specialist

A Customer Relationship Specialist is sought by a mortgage brokerage in Essex. The role involves supporting clients, managing appointments, and building relationships. Candidates should have experience in the Property Industry, Estate Agency or Mortgage & Protection sector. This is an office based role Monday - Friday during probation [3 months] then will become Hybrid.

About the Role

Role: Customer Relationship Specialist Location: Hainault, Essex Requirements: Must have an understanding of Mortgages/Insurance

Proper Recruitment are delighted to be working with a successful mortgage brokerage in Essex who are looking for a Customer Relationship Specialist to provide support to clients within a fast-paced and busy customer focused role. The ideal candidate will be confident, have enthusiasm, be a team player, have excellent communication skills and comfortable on the phone to clients. This vacancy is ideal for someone with background in the Property Industry, Estate Agency or Mortgage & Protection sector.

This is an office based role Monday - Friday during probation [3 months] then will become Hybrid.

Responsibilities:

  • Look after all thing's pre-application and post-completion.
  • Help our customers be as prepared as possible, manage broker diaries and book in the appointments for new and existing customers.
  • Contact and manage our customers through various channels, including our existing CRM systems, introducer networks & social media.
  • Help progress our customers by providing exceptional customer service, nurturing and building relationships.
  • Manage and prioritise multiple tasks and projects effectively.
  • Ability to work across other business departments and assist with other tasks as required.

Requirements:

  • Must have an understanding of mortgages/protection.
  • Being driven and self-motivated.
  • Good telephone manner, strong relationship building and customer service skills.
  • Ability to use your own initiative and problem solve quickly and efficiently.
  • IT literate (MS Office, Excel and Outlook).
  • Excellent written & verbal communication skills
  • Positive & enthusiastic attitude with the ability to prioritise our customers needs and requirements at all times
  • Well organised with excellent time keeping

Benefits:

  • Pension
  • Competitive Holiday Entitlement
  • Hybrid Working [After Passing Probation]
  • HR & Well Being Services
  • Company Events
  • Mentoring & Coaching

Salary:

£26,000 - £28,000

If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply.

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